Pricing
One simple plan
Try it free, then pay only for the advisers who build client plans. No set-up fee, no long contract.
Adviser
After a 14-day free trial. Card taken at sign-up, reminder before billing.
- The full cashflow planner, with example data
- Your firm’s branding
- Save scenarios as branded PDFs
- Priority wheel, Monte Carlo and scenarios
- Cancel any time
Prices are per named user. A user is anyone who creates or edits client plans. Client share links and one compliance viewer per firm are free.
Questions
How does the free trial work?
You get 14 days free. We take card details when you sign up and send a reminder before the trial ends. If you cancel before then, you pay nothing.
Can colleagues share one login?
No. Each adviser who creates or edits client plans needs their own seat. Viewers and clients using share links do not need a seat, so there is little reason to share.
Is VAT added?
No. The price shown is the price you pay.
Does Compass Cashflow give advice?
No. It is an illustrative planning tool. Your firm remains responsible for any advice and for its regulated activities. See our regulatory statement.